Berstein cut EP names

[Fraser921]

Reason; Says we are in mid to late cycle.

Took down KOS and APA. Kos fell hard.. I'm buying KOS today as I say we are in 2nd inning.

Also took down EOG and DVN on lower "visibility to upside"


Has outperform on Hess and COP

Dan do you agree?

[dan_s]

I think we are in the early stages of The Big Paradigm Shift. This world is short oil and there is no Quick Fix this time.

I don't follow HES of COP